Enhanced Reports - SPI-LTUFspi-ltuf.org/20141112/3 Enhanced Report Implementation.pdf · Enhanced...

FLUOR

SmartPlant ©

Implementation Team Enhanced Reports

Implementation

Copyright © 2005 Fluor Corporation all rights reserved Copyright © 2009 Fluor Corporation – all rights reserved

http://ppo.intergraph.com/

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SPI Enhanced Reports

The SmartPlant Instrumentation Deliverable Includes many Enhanced Reports

Common Enhanced Reports that may be Configured are:

– Enhanced SmartLoop

– Panel-Strip

– Wiring Equipment Connections

– Segment Wiring

– Fieldbus Loop

– Strip Signals

– Hook-Ups

– Panel Signals

• Proper Configuration of User Preferences is essential for Successful Generation

NOTE: The ESL version and Service Pack should match the SPI Version and Service Pack!

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SPI Enhanced Reports

The SmartPlant Instrumentation Deliverable Includes many Enhanced Reports

Additional Enhanced Reports that may be configured are:

– Cable Layout

– Communications Line

– Network Class

– Single Speaker

– PA Amplifier

– Cable Harness

– Location Layout

– Panel Layout

– Rack Layout

– Profibus

– Cable Block Diagram

– Symbol Editor

• The Symbol Editor allows users to customize or create Enhanced Report Symbols

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Recommended Preference Settings ESL

The following settings are for the SmartPlant Instrumentation Enhanced Report Generation User Preferences to allow all users to generate Enhanced reports using a project Title block and common parameters.

On multi EPC Projects, each user who is generating Enhanced Reports from SmartPlant Instrumentation must use the same settings in their “File/Preferences” menu to align their drawings with other pillars and these preferences need to be set on the SPI Project Citrix server for shared users

Only a few parameters that may be configured will be addressed in this presentation. Drawing, Title Block, Connectors, Layers, Page and Revision preferences are also configurable in the user preferences

• Note: The Panel location attribute font settings must be set in each final drawing after drawing generation. The recommended settings are Font: Arial Narrow - Font Style: Regular - Size: 11

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Enhanced Reports Preference Settings

Enhanced Reports Recommended settings:

– Enhanced Reports / General

– General

– turn on - Show generation status window

– View

– turn on - Split strip display between pages

– turn on - Enlarge terminals with multiple connections

– Drawing

– turn on - Gap connectors at intersections

– turn on - Redraw all connections

Copy File Locations allows the user to apply file mapping across other Enhanced reports

Enhanced Reports - General

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Enhanced SmartLoop Recommended settings:

– Enhanced Reports / Enhanced SmartLoop / View

– Turn on - Retrieve last saved position

– Display options

– turn on - Overall shield connected to another strip

– turn on - DCS / PLC attributes

– turn on - Unconnected DCS / PLC terminals

– turn on - Unconnected Apparatus terminals

– turn on - Panel location

– turn on - Terminal discontinuity

– turn on – Loop drawing reference

– Connection representation

– Default Layout: - Orthogonal

– Cross wiring: - Orthogonal

Enhanced SmartLoop

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Enhanced SmartLoop Recommended Settings:

– Enhanced Reports / Enhanced SmartLoop / File Locations

– Template for default layout:

...\RAD\Template\Types\Loop\normal.sma

– Symbol folder:

...\RAD\Symbols

Enhanced SmartLoop

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Set Enhanced SmartLoop Font Settings:

– Enhanced Reports / Enhanced SmartLoop / Fonts

– Font: Arial Narrow

– Font Style: Regular

– Size: 11

Enhanced SmartLoop

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Panel Strip Recommended settings:

– Enhanced Reports / Panel Strip/ View


– Display options:

– turn on – All jumpers







– turn on – Left-most strip descriptions on left

– Connection representation:



Panel Strip Report

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Fieldbus Panel Strip Recommended Settings:

– Enhanced Reports / Panel Strip/ File Locations


...\RAD\Template\Types\ strip\Style1 \normal.sma

– Symbol folder:

...\RAD\Symbols

Panel Strip Report

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Set Panel Strip Fonts same as Enhanced SmartLoop Font Preference Settings




– Size: 11

Panel Strip Report

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Fieldbus Segment Wiring Recommended settings:

– Enhanced Reports / Segment Wiring / View


– Display options

– turn on – All jumpers







– turn on - Virtual Tags




Fieldbus Segment

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Fieldbus Segment Recommended Settings:

– Enhanced Reports / Segment Wiring / File Locations


...\RAD\Template\Types\fieldbus\normal.sma

– Symbol folder:

...\RAD\Symbols

Fieldbus Segment

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Set Fieldbus Segment Fonts same as Enhanced SmartLoop Font Settings:

– Enhanced Reports / Segment Wiring / Fonts



– Size: 11

Fieldbus Segment

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Fieldbus Loop Recommended settings:

– Enhanced Reports / Fieldbus Loop / View


– Display options










Fieldbus Loop

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Fieldbus Loop Recommended Settings:

– Enhanced Reports / Fieldbus Loop / File Locations


...\RAD\Template\Types\ FieldBusLoop \normal.sma

– Symbol folder:

...\RAD\Symbols

Fieldbus Loop

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Set Fieldbus Loop Fonts same as Enhanced SmartLoop Font Settings:




– Size: 11

Fieldbus Loop

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Enhanced Fieldbus Loop Shield Style Settings

• Default Shield Style is Dotted

Fieldbus Loop

– Set Format Item - Shield

– Set Format Style - Dashed

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Report Management Dialog Box

Report Management Dialog Box Displays an overview of all the reports created in the SmartPlant Instrumentation modules.

The Domain Administrator uses this dialog box to define revision management settings and revision archiving options, and apply custom title blocks to reports.

In the Domain Administrator Module, click on “Activities / Report Management”

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Report Management Dialog Box

Report Name — Displays the full name of the report available in SmartPlant Instrumentation.

Module Name — Displays the name of the module that includes the report.

Report Type — Displays the report type of List or Non-List.

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Report Type Column

List - A report that displays a list of items. Examples of such reports are multi-strip reports. If you created a report for a list of items using item search parameters, the software applies a unique document number and revision to this report according to the item search parameters.

Non-List - A report that is generated for a specific main item. Such a report displays the main item data and associations. An example of a non-list-type report is a panel-strip report, which you can generate for a specific strip. Such a report can display the main strip, two additional strips, numerous cables, and wires.

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Report Revision Management

In SmartPlant Instrumentation, you cannot apply global revisions to reports belonging to the list report type because for a global revision, you can only use reports generated for a specific item.

Revision Management — Displays the revision management setting determined by the report type. A revision management setting of all list-type reports is per document. A revision management setting of certain non-list-type reports is set as per item, while some non-list-type reports may be defined as per item or per document.

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Report Title Block Management

Title Block — Allows you to use a title block in the report. This can be a title block designed by the user, or one of the defaults supplied with SmartPlant Instrumentation.

Note: If you want to display the report without a title block, clear this check box.

– In this case, the macros that appear in the title block appear at the top of the report.

– For those reports that must contain a title block, the check box is selected by default, and you cannot clear it.

Title Block Location — Displays the location of the title block in the report.

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Report Title Block Management

Title Block Customization (available when selecting the Title Block check box) — Allows you to assign a custom title block to a particular report, or a default title block that is supplied with SmartPlant Instrumentation. Note that some reports do not support custom title blocks. For these reports, the value Default appears, and the option to select a custom title block from this list is disabled.

Custom Title Blocks are assigned with the “Tools / Title Blocks…” menu option in the opening SmartPlant Instrumentation screen

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Report Archiving Management

Save Document Data — Allows you to save all revision data for all reports of the specified type when using the Changed Documents feature accessed from the Tools menu in SmartPlant Instrumentation. If you clear the check box, the software performance is improved when creating revisions but does not affect the report comparison functionality which is controlled by the Archiving Option settings.

Changed Documents – Allows you to see what documents are changed since last revision or between dates and create a report of the changes

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Archiving Option — Allows you to assign an archiving option to a particular report, needed if you want to enable Report Comparison. The following options are available:

– Do not save — Sets the software not to keep a revision archive. This is the default

– Save to database — Sets the software to keep a revision archive in the database

– Save as File — Sets the software to keep a revision archive as an external .psr or .sma file

– Compress as ZIP file — Sets the software to keep a revision archive in a.zip file

Report Comparison – Allows you to view archived reports or compare current report with one or more previously archived reports. Accessed from the Print Preview screen

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Archive Path — Allows you to define a different path for a specific report to be saved as a file, or compressed as a .zip file.

When selecting the archiving options Save as File, or Compress as Zip file, click and enter a path or click on the folder and browse to the selected .

You can use this option in addition to defining the “Default archiving path”.

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Filter by – Allows you to filter the reports list by a specific module.

Find / Report — Allows you to find a specific report by entering a text string corresponding to the name of the desired report.

Sort by – Report or Module determines the alphabetical sorting order of the reports list

Default archive path – Allows you to enter or browse to the default archive path for all the report revisions to be saved as files, or compressed as .zip files.

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Enhanced Report Management

Questions & Comments

Additional Enhanced Report Presentations

Enhanced Report Template Modification - John Dressel, Fluor

Enhanced Report Symbols Editing - Sean Daniels, Fluor

Enhanced Report Layouts - Patty Jones, Fluor

More Legible Enhanced Loop Drawings - Gene Haney, CB&I

Note: These presentations can be found on the SPI-LTUF website in the Archives of the May 5, 2009 meeting

Presentation Prepared by: John Dressel

http://www.spi-ltuf.org/20090505/Enhanced Report Template Mods.pdf




http://www.spi-ltuf.org/20090505/Enhanced Report Symbols.pdf




http://www.spi-ltuf.org/20090505/Enhanced Report Layouts.pdf




http://www.spi-ltuf.org/20090505/ESL Loops.pdf




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